Australian Investors Podcast

In this Australian Investors Podcast episode, your host Owen Rask kicks off the Investment Foundations Series with: - personal finance foundations for investors that want to grow their wealth - how to use compound interest, dollar-cost averaging and superannuation to your advantage - why goals, risk tolerance and automation matter more than you think - what smart investors get wrong about fees, psychology and behaviour If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. ⁠Visit TermPlus to learn more⁠ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes Browse the full series Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Shane Horsburgh, an ex-police tactical leader and author of Fighting Blind, dives deep into the evolving concept of masculinity in leadership. He shares insights on being guided by the soul rather than ego, emphasizing the importance of inner stillness and emotional regulation. Drawing from his experiences in Iraq and police operations, Shane discusses how leaders often collapse under complexity due to a need for control. This engaging conversation also touches on AI as a challenge for leadership and the necessity of adaptability in turbulent times.

Ben Richards and Luke Laretive from Seneca Financial Solutions dive into four intriguing ASX micro-cap stocks poised for potential growth. They discuss Red Hill Minerals (RHI) with its solid 11% yield and cashflow possibilities, as well as Euroz Hartleys (EZL), highlighting its history of capital returns. ReadyTech (RDY) stands out as an overlooked software business with takeover potential. Finally, Stellar Resources (SRZ) is explored for its high-grade tin project and possible M&A activity, showing promise for the future.

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Symal (SYL): a newly listed boring business in the best way – Emeco (EHL): discounted to NTA and a potential takeover target – HMC Capital (HMC): 3 big issues, but plenty of hidden value – Qoria (QOR): cyber safety stock with overlooked tailwinds If you love learning about ASX small caps with big upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Symal (SYL): recent IPO, trading at 10x earnings vs peers on 15–20x – Emeco (EHL): capital returns ahead? Insiders buying? – HMC Capital (HMC): unloved, but a real asset management business – Qoria (QOR): overlooked leader in cyber safety software Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources -Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #SmallCaps #ASX #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this discussion, investment pros Luke Laretive and Ben Richards from Seneca Financial Solutions dive into some intriguing ASX stocks. They spotlight REA Group's resilience amidst competition and its pricing power for growth. The duo highlights WiseTech Global's governance issues juxtaposed with its long-term value. They also explore NexGen Energy’s promising uranium assets that could attract acquisition interest and dissect South32, deemed unloved yet featuring solid potential as base metal prices fluctuate.

In this Australian Investors Podcast episode - your finale of the 2 Sense series for 2025 - your host Owen Rask is joined by Dr Andrew Deremith (AKA Drew Meredith) to: - Review 2025 - the year that was… filled with AI - Settle 2 BIG bets made on the show - Name their best stocks of 2025 - Name 1 stock pick for 2026 - Provide an overview of ways to profit from AI - Provide a teaser about the Rask 2026 stock market game… If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for This Episode Get more insights from Rask: Rask newsletter (Owen's deep dives, every Sunday) Rask Core (our stock & ETF research) Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Jessica Tan, Principal of Fixed Income Indices at S&P Dow Jones Indices, shares her unique insights on fixed income markets. She breaks down how she builds indices using a bento box analogy to convey the balance of data quality and pricing sources. Jessica highlights the key differences between global markets, particularly in Australia versus the U.S., and discusses the challenges of index building. She also offers life wisdom about seizing opportunities and diversifying skills, making this conversation both insightful and inspiring.

In this riveting discussion, Peter Phan, Portfolio Manager and founder of Castlereagh Equity, shares his journey from card counting to investing. He explores the significance of mental models and multidisciplinary thinking in stock analysis. Peter delves into fascinating case studies like United Overseas Australia and Data#3, emphasizing valuation and management honesty. He passionately debates the efficiency of markets and the role of personal ethics in investing. Plus, he offers insightful advice on indexing, forecasting, and mentorship.

Gary Hui, portfolio manager at Geometrica Fund, shares insights from his deep research approach in investing. He argues that narratives often mislead investors, illustrating his point with the case of A2 Milk, where he utilized WeChat data and quantitative methods to identify short opportunities. Gary also critiques the misattribution of ResMed's challenges to market dynamics instead of inventory issues. He emphasizes the importance of alternative data, careful analysis, and rejecting conventional wisdom in seeking asymmetric investment targets.

Inflation has surged to 3.8%, sparking debate on whether the RBA will raise interest rates soon. Owen and Drew examine Collins Foods' impressive profit outlook against Metcash's revenue struggles. They also tackle whether retirees should focus on alpha chasing or prioritize downside protection. Drew shares his exciting experience with a Tesla, while they explore the future of AI data centers and the energy challenges they face. A thorough discussion of REITs and the feasibility of geared funds adds to the financial insights.